Katten will present its 2024 Private Wealth and Fiduciary Seminar Chicago at 9:00 a.m. on Wednesday, October 30. The full-day CLE program, "Riding Into the Tax Sunset: Advising UHNW Families as Night Falls on the Tax Cuts and Jobs Act (TCJA)", will feature topics including:

  • Recent Developments
  • Fiduciary Litigation
  • Foreign US-Law Trusts
  • Formula Transfers and Adequate Disclosure
  • Family Office Regulatory Landscape
  • Corporate Transparency Act
  • Powers of Appointment

Katten speakers will include Private Wealth Partner and National Chair Josh Rubenstein; Private Wealth Partners David Allen, Adam Damerow, Nicholas Heuer, Tye Klooster, Benji Lavin, Louis Laski and Andrew McKay; Counsel Hadar Danieli and Lisa Lukaszewski; and Associates Jack Bradley, Katie Keating, Jonathan Kohl, Andrew Prunty, Ellery Sever and Michael L. Sherlock; as well as Transactional Tax Department Partner and Chair Saul Rudo and Transactional Tax Planning Partner Valentina Famparska.

This event is intended for trust officers, trust and bank counsel, all other bank and corporate professionals, family office professionals, CPAs, and investment advisers dealing with UHNW individuals, families and trusts in the Chicago area and nationally.

To view the full agenda, please click here.

To learn more, contact Jenny Delatorre.

Event Location

Katten
525 West Monroe Street
Chicago, IL 60661